ZB

Zions Bancorporation Portfolio holdings

AUM $1.59B
1-Year Est. Return 19.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$583M
AUM Growth
-$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,092
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$3.28M
3
+$3.07M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.03M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$1.64M

Top Sells

1
+$9.78M
2
+$5.92M
3
+$5.42M
4
VZ icon
Verizon
VZ
+$4.86M
5
ABBV icon
AbbVie
ABBV
+$3.47M

Sector Composition

1 Energy 10.62%
2 Consumer Staples 3.43%
3 Healthcare 3.2%
4 Technology 2.93%
5 Industrials 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$39K 0.01%
498
-478
352
$39K 0.01%
162
353
$38K 0.01%
+580
354
$37K 0.01%
2,042
355
$37K 0.01%
1,170
356
$36K 0.01%
1,902
+30
357
$36K 0.01%
+384
358
$35K 0.01%
390
359
$35K 0.01%
410
+33
360
$34K 0.01%
442
361
$34K 0.01%
964
+96
362
$34K 0.01%
340
+5
363
$33K 0.01%
4,235
-416
364
$33K 0.01%
529
365
$33K 0.01%
481
366
$32K 0.01%
2,064
367
$32K 0.01%
733
-447
368
$32K 0.01%
400
369
$32K 0.01%
1,008
370
$32K 0.01%
5,575
371
$31K 0.01%
1,037
372
$31K 0.01%
1,430
-281
373
$29K 0.01%
1,120
374
$29K 0.01%
171
375
$29K 0.01%
107
13 14
15
16 17